• Macro Mondays #64 - Was the H1 Rebound a fake?

  • Sep 3 2024
  • Duração: 34 minutos
  • Podcast

Macro Mondays #64 - Was the H1 Rebound a fake?

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  • Sumário

  • We take a closer look at the manufacturing rebound in the first half of 2024. Was is a real rebound or driven by temporary, "fake" circumstances like the China tarriffs?

    We also dive into our current macro regime which suggests a bleak september. That could also be the case for the oil producing countries, which we take a closer look at this week too.

    Check out the episode on youtube to see the videos & memes we look at.

    Remember to check out the links below.

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    Host: Andreas Steno & Mikkel Rosenvold

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